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Malcolm's numbers may apply to semiconductor IDMs but certainly not the foundry business which is all about AI right now. If I had to...
Jan 23, 2026
Intel Corporation reported its fourth quarter 2025 earnings, showcasing a strong performance with earnings per share (EPS) of $0.15...
Jan 23, 2026
Good signals on foundry capabilities
Terrible signals all over the place otherwise
If one is to be long INTC at this point, it’s very...
Jan 23, 2026
Executive Summary
At Future Horizons’ Semiconductor Industry Update conference, UK, founder and CEO Malcolm Penn made one thing clear...
Jan 23, 2026
A
Many leaders suffer from tunnel vision and in this case if China invades, they will be victims of their own tunnel vision. Just imagine...
Jan 23, 2026
A
I do not believe it will happen under the current US administration. My guess is that Taiwan and China will work it out politically and...
Jan 23, 2026
S
The poor folk placing the pellicle in the Maskshop , one pellicle might be 1 year salary.
Dont want to be accidently popping one 🤣🤣🤣🤣
Jan 23, 2026
B
Well, they admitted that their yield sucks.
But there are always two sides to every story: they now have a lot of room to grow supply...
Jan 23, 2026
Unless Apple introduces another major breakthrough, it will be difficult to see a significant increase in demand driven solely by its...
Jan 23, 2026
D
How about 20M US citizen ship + TSMC to trade with China?
This is the best case for China and US.
Jan 23, 2026
S
During today's earnings call, Intel CEO Li-Bu Tan mentioned that Intel 14A PDK version 0.5 is out for two customers.
Jan 23, 2026
P
No, obviously they are preparing to wash off their hands. And I feel very much that Trump is trying to pull Munich on Taiwan in some...
Jan 23, 2026
B
The poor folk placing the pellicle in the Maskshop , one pellicle might be 1 year salary.
Dont want to be accidently popping one 🤣🤣🤣🤣
Jan 23, 2026
E
Xi Jing Ping couldn't care less about world economy. He doesn't give a sh8t about his own people suffering, why would he care about any...
Jan 23, 2026
E
Intel is constrained while shrinking.... let that set in. and he said its not related to DRAM
SIde note: according to Intel, 10% of...
Jan 23, 2026
Daniel Nenni replied to the thread Semiconductor Market Update January 2026 Future Horizons.Malcolm's numbers may apply to semiconductor IDMs but certainly not the foundry business which is all about AI right now. If I had to...
Like.
Intel Corporation reported its fourth quarter 2025 earnings, showcasing a strong performance with earnings per share (EPS) of $0.15...
Haha.
The poor folk placing the pellicle in the Maskshop , one pellicle might be 1 year salary. Dont want to be accidently popping one 🤣🤣🤣🤣
Xebec reacted to Maximus's post in the thread Jensen Huang says Nvidia has dethroned Apple as TSMC’s largest customer with